Traditions Wealth Advisors · 1 day ago
Director of Client Relations & Marketing
College Station, TX
Full-time
Onsite
Mid Level
2+ years expTraditions Wealth Advisors (TWA) is a holistic financial planning and wealth management firm located in College Station, Texas. The Director of Client Relations & Marketing is responsible for nurturing client relationships and leading marketing efforts to support the firm's growth.
FinanceFinancial ServicesRetirementWealth Management
Responsibilities
Proactively engage with clients to ensure satisfaction and alignment with service strategies
Coordinate and delegate client service requests and appointments in collaboration with the team
Deliver a high-touch client experience through personalized milestones such as birthday greetings, anniversaries and special recognitions
Develop, plan, and lead client appreciation and educational events
Execute targeted marketing initiatives to support new client growth
Attend local networking, community and client-related events on a regular basis
Analyze historical and forward-looking marketing and growth metrics
Coordinate with local organizations to establish, schedule and maintain ongoing speaking engagement opportunities
Recruit, schedule and mentor Texas A&M student interns
Support firm leadership with strategic planning and execution
Report directly to the Owner/President of the firm
Qualification
Required
Bachelor's degree required; preference for Business, Communications, Marketing or related fields
2-3 years of professional experience in client services, relationship management, marketing or office administration
Proficiency in Microsoft Office Suite; CRM or financial software experience preferred
Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities
Excellent written and verbal communication skills with a professional, service-oriented approach
Demonstrated professionalism and discretion when working with confidential client information
Self-motivated, dependable, and proactive with strong follow-through
Comfortable working independently and collaboratively within a small, values-driven team
Preferred
(Texas A&M University or affiliated institutions strongly preferred)
(Financial services experience is a plus)
Benefits
Benefits package available and customized based on individual needs
Company
Traditions Wealth Advisors
Traditions Wealth Advisors offers financial planning, retirement planning, charitable gifting, investment, and wealth management services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase